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IFP Advisors’s ProShares UltraPro Russell2000 URTY Stock Holding History

IFP Advisors’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-125
Closed -$12K – 4387
2022
Q4 		$12K Buy
125
+14
+13% +$576 ﹤0.01% 3289
2022
Q3 		$11K Hold
111
– – ﹤0.01% 3604
2022
Q2 		$11K Hold
111
– – ﹤0.01% 3359
2022
Q1 		$11K Buy
+111
New +$8.44K ﹤0.01% 3358

Other funds holding URTY

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

IFP Advisors's URTY Position: Q1 2023 in Review

IFP Advisors sold out of ProShares UltraPro Russell2000 (URTY) in Q1 2023, closing a stake of 125 shares — an estimated $12K sold.

IFP Advisors first reported a position in URTY in Q1 2022 and held it in 4 quarters. The position peaked at $12K in Q4 2022. 24 funds tracked by Wall St. Rank hold URTY as of Q1 2023.

  • IFP Advisors reported no remaining ProShares UltraPro Russell2000 position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 125 ProShares UltraPro Russell2000 shares in Q1 2023, an estimated $12K.
  • IFP Advisors first reported a position in ProShares UltraPro Russell2000 in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's ProShares UltraPro Russell2000 position peaked at $12K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.